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Sight is Important to Mission Wealth, a proud sponsor of SEE International

In Articles, Firm Announcements by Mission Wealth

SEE International provides essential and transformative eye care and surgery around the world and in the United States. They bring medical volunteers and partners together to care for the people who need it most. Throughout their 44-year history, SEE International has accomplished a great deal in its fight against avoidable blindness. Since 1974, their volunteer ophthalmologists have restored sight to over half a million men, women, and children. They have examined more than four million people worldwide, and transformed the lives of countless others. Because of the generosity of their volunteers, donors, and supporters, parents can return to work and provide for their families. Children can go to school and seek brighter futures. Elder family members can live dignified, independent lives.

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PCBT Names Mission Wealth in 2018 Fastest Growing Companies List

In Articles, Firm Announcements by Mission Wealth

The 2018 PCBT Fastest Growing Companies list is a special section that highlights the year’s fastest growth superstars, featuring both public and private companies in the Tri-Counties. Every year the weekly business journal compiles and announces this prestigious accolade to honor the top companies with a strong presence within its readership areas of Ventura, Santa Barbara and San Luis Obispo counties.

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Pacific Coast Business Times Honors Michelle Winkles on 40 Under 40 List

In Articles, Firm Announcements by Mission Wealth

The Pacific Coast Business Times announced the honorees of the 18th annual 40 Under 40 awards this week, naming Michelle Winkles, Mission Wealth Director of Marketing, to the 2018 list. This year, the Business Times selected the region’s top up-and-coming professionals under the age of 40, in an array of industries including finance, professional and other business services, real estate, technology, nonprofits, health care and education.

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Spotlight on the Team: Jessica Mora

In Articles, Firm Announcements by Mission Wealth

Mission Wealth’s Spotlight on the Team for August is Client Advisor Associate Jessica Mora. Jessica achieved her CERTIFIED FINANCIAL PLANNER™ certification this month, and she has been a part of the Mission Wealth team since 2017. In her role at the firm, she gathers up-to-date data and documents from clients, putting together financial analyses for wealth management reviews and year-end reviews. In this interview, Jessica discusses growing up on the Central Coast, her love of the outdoors and her interest in behavioral finance.

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Mission Wealth Honored on 2018 Inc. 5000 List

In Firm Announcements by Mission Wealth

Mission Wealth is pleased to announce that for the fourth time in a row, the firm has been recognized in the Inc. 5000, the most prestigious ranking of the nation’s fastest-growing private companies. Not only has the wealth management firm ranked #4450 on the 2018 list, they also received Inc. 5000 honors as #9 in the Top 10 Santa Barbara – Santa Maria – Goleta, CA companies list.

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Spotlight on the Team: Amanda Thomas

In Articles, Firm Announcements by Mission Wealth

Mission Wealth’s Spotlight on the Team for July is Client Advisor Amanda Thomas. Amanda has been with Mission Wealth for more than 12 years, and brings to the firm over 35 years experience in finance. In her role at Mission Wealth, she becomes personally acquainted with the specific goals and financial lives of her clients and then delivers customized financial planning, risk management, and tax strategies to assist in their goal achievement. In this interview Amanda discusses her passion for sports, travel and languages.

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Spotlight on the Team: Jenna Rogers

In Articles, Firm Announcements by Mission Wealth

Mission Wealth’s Spotlight on the Team for June is Client Advisor Jenna Rogers. This month marks her 10-year anniversary with Mission Wealth! In this interview, Jenna reveals how traveling played a formative role in her life and why taking trips is key to refreshing her perspective. In her role as an advisor with the firm, Jenna becomes intimately acquainted with the specific goals and financial lives of her clients and then delivers customized financial planning, risk management and tax planning solutions to assist in their goal achievement.